+54.1%
WEC vs NIO
-93.2%
+147.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.0% |
| 7D | +2.3% | -14.5% | +16.8% | +2.5% |
| 30D | +11.1% | -15.0% | +26.0% | +11.2% |
| 3M | +8.4% | -35.6% | +44.0% | +8.8% |
| 6M | +7.5% | -55.7% | +63.2% | +8.3% |
| YTD | +15.3% | -43.1% | +58.5% | +15.8% |
| 1Y | +9.7% | -53.5% | +63.3% | +10.4% |
| 3Y | +64.7% | -59.8% | +124.5% | +65.0% |
| All | +54.1% | -93.2% | +147.3% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling